National Registry of CPE Sponsors

National Registry of CPE Sponsors

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  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.   What to Expect Davis Bell, CEO will share a message on the impo ...

    Program Level:

    beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study

    Location:

    • UT
  • Field of Study:

    • Accounting
    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join Canopy and accounting profession experts as we come together for our 2024 online summit. This year’s summit will feature a more robust schedule with more data, more training opportunities, and mo ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study

    Location:

    • UT
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    From tracking time to hiring staff, the top difficulties accounting firms are facing and moreCanopy recently surveyed accounting leaders about how they run their firms. In this webinar you will learn ...

    Program Level:

    beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study

    Location:

    • UT
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Tax Day has come and gone, and we know you’ve been busy (we have the metrics to prove it). In this webinar, we’ll share how much you worked (like the more than one billion data requests Canopy facilit ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study

    Location:

    • UT
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join top local accounting pros for a morning packed with insights, networking, and hands-on product demos. Whether you’re looking to tighten up your workflow, strengthen your firm culture, chat with i ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study

    Location:

    • MI
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join top local accounting pros for a morning packed with insights, networking, and hands-on product demos. Whether you’re looking to tighten up your workflow, strengthen your firm culture, chat with i ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Live

    Location:

    • UT
  • Field of Study:

    • Business Management and Organization

    Credit Hours:

    • 1 - 4 credits

    Description:

    Join top local accounting pros for a morning packed with insights, networking, and the latest best practices for today's accounting firms. Whether you’re looking to tighten up your workflows, grow you ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study

    Location:

  • Field of Study:

    • Finance

    Credit Hours:

    • 9 - 12 credits

    Description:

    Today more than ever, it's important to know how fundraising structures impact ownership and dilution as valuations change, but the terminology and structures can often be confusing and opaque even to ...

    Program Level:

    Basic

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course defines the concept of risk as it is used in finance and demonstrates how practitioners attempt to quantify risk to better understand their stock investors' expectations. In the eyes of th ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course defines the concept of risk as it is used in finance and demonstrates how practitioners attempt to quantify risk to better understand their stock investors' expectations. In the eyes of th ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

  • Field of Study:

    • Finance

    Credit Hours:

    • 5 - 8 credits

    Description:

    Capital Budgeting describes how requests for capital investments are documented and examined. It also covers the primary methods for determining whether a proposed investment is acceptable, as well as ...

    Program Level:

    Basic

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 5 - 8 credits

    Description:

    The decision to invest is a continual challenge, requiring insights into a firm's strategic direction, bottlenecks, cash flows, and expected risks. The Capital Budgeting course provides clarity by des ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    This module provides an overview of the following: Merits of using net present value vs. internal rate of return, Special capital budget problems, Examples: capital rationing, projects of different li ...

    Program Level:

    Basic

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 5 - 8 credits

    Description:

    This course describes how requests for capital investments are documented and examined. It also covers the primary methods for determining whether a proposed investment is acceptable, as well as a num ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 5 - 8 credits

    Description:

    This course describes how requests for capital investments are documented and examined. It also covers the primary methods for determining whether a proposed investment is acceptable, as well as a num ...

    Program Level:

    Overview

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Several factors make investment decisions using capital budgeting one of the most important functions.  Capital budgeting and improvement plans are all about projects requiring collaboration across mu ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Corporations use different methodologies for determining whether they will invest in proposed projects. This course details two widely-used capital budgeting approaches: net present value and internal ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Corporations use different methodologies for determining whether they will invest in proposed projects. This course details two widely-used capital budgeting approaches: net present value and internal ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 5 - 8 credits

    Description:

    One of the most significant debates that the management team of a business can engage in is whether to spend funds on capital items or other activities. These capital items may involve increases in th ...

    Program Level:

    Overview

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    What Is Capital Budgeting?Capital budgeting is the process a business undertakes to evaluate potential major projects or investments. Construction of a new plant or a big investment in an outside vent ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Uncover the complexities and strategic potentials of diverse capital concepts in this detailed two-hour presentation. This meticulously designed course aims to unveil the functionalities and strategic ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Uncover the complexities and strategic potentials of diverse capital concepts in this detailed two-hour presentation. This meticulously designed course aims to unveil the functionalities and strategic ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Investors have capital gains in their securities portfolios, business valuations, real estate holdings and collections. Financial professionals that work with investors need to understand the tools th ...

    Program Level:

    No prior knowledge necessary

    Delivery Method:

    • Group Live

    Location:

    • AL
    • AR
    • AS
    • AZ
    • CA
    • CT
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WI
    • WV
    • WY
  • Field of Study:

    • Taxes

    Credit Hours:

    • 1 - 4 credits

    Description:

    Taxes impact nearly every financial decision, from selling a home to running a business, yet many taxpayers and professionals struggle to navigate the complexities of tax laws. What income needs to be ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Economics

    Credit Hours:

    • 1 - 4 credits

    Description:

    This session with highlight Capital Group's 2025 outlook on the markets and the economy Through participating in this session, attendees will learn:  1. Macro perspective on the markets and economy  2 ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • MN
  • Field of Study:

    • Finance

    Credit Hours:

    • 9 - 12 credits

    Description:

    This CIP course will provide an overview of the capital improvement process, the importance of the strategic plan, budget policy, and the comprehensive plan in the development of the CIP, prioritizing ...

    Program Level:

    Basic

    Delivery Method:

    • QAS™ Self Study

    Location:

    • AK
    • AL
    • American Samoa
    • AR
    • AS
    • AZ
    • CA
    • CNMI
    • CT
    • CO
    • DC
    • DE
    • FL
    • GA
    • GU
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WI
    • WV
    • WY
  • Field of Study:

    • Accounting (Govmnt)

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course is designed to provide an overview of the Capital Improvement Program (CIP) process from the beginning stages of assessing the capital needs and requests, developing the capital plan and b ...

    Program Level:

    Overview

    Delivery Method:

    • QAS™ Self Study

    Location:

    • AK
    • AL
    • American Samoa
    • AR
    • AS
    • AZ
    • CA
    • CNMI
    • CT
    • CO
    • DC
    • DE
    • FL
    • GA
    • GU
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WI
    • WV
    • WY
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P).  The platform is widely used in many areas of corporate finance, including investment banking, equit ...

    Program Level:

    Basic

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • MO
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Live

    Location:

    • IN
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Among the most important decisions in corporate finance is the proportion of debt and equity, which will be used to finance projects. This course shows how to determine the optional debt/equity mix fo ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Among the most important decisions in corporate finance is the proportion of debt and equity, which will be used to finance projects. This course shows how to determine the optional debt/equity mix fo ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Costs can have a staggering impact on retirement portfolios and the quality of life of clients. Since so many A4A users manage assets using a low-cost core and add value with planning or some other sp ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based

    Location:

    • NY
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Prepare for a deep dive into the intricacies of cannabis legislation on Capitol Hill in our exclusive CPE webinar. Understand the current landscape of federal legalization, including the bills with th ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 21 + credits

    Description:

    Delivery Method:

    • Group Live
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Caps, floors, and swaptions are over-the-counter financial options that are useful in protecting against financial price risks. Unlike exchange-traded options, they are traded directly by two counterp ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Caps, floors, and swaptions are over-the-counter financial options that are useful in protecting against financial price risks. Unlike exchange-traded options, they are traded directly by two counterp ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 5 - 8 credits

    Description:

    Delivery Method:

    • Group Live

    Location:

    • CA
  • Field of Study:

    • Communications and Marketing

    Credit Hours:

    • 5 - 8 credits

    Description:

    Delivery Method:

    • Group Internet Based

    Location:

    • CA
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    The accounting for a car dealership is quite complicated, since there are many profit centers, fixed assets, and employees, not to mention the large vehicle inventory. In the Car Dealership Accounting ...

    Program Level:

    Overview

    Delivery Method:

    • Group Internet Based
    • Group Live
    • QAS™ Self Study
  • Field of Study:

    • Accounting

    Credit Hours:

    • 1 - 4 credits

    Description:

    The accounting for a car dealership is quite complicated, since there are many profit centers, fixed assets, and employees, not to mention the large vehicle inventory. In the Car Dealership Accounting ...

    Program Level:

    Overview

    Delivery Method:

    • QAS™ Self Study

    Location:

    • MA
  • Field of Study:

    • Taxes

    Credit Hours:

    • 5 - 8 credits

    Description:

    8 CPE Hours Full Course Price: $64.50 Formats: Hard Copy and PDF This course will guide you through the ins and outs of maximizing business deductions for car expenses, travel, meals, and home offices ...

    Program Level:

    Basic

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Learners will be able to explain the idea of carbon credits and how they are used to reduce carbon emissions and climate change. Learners will be able to explain how carbon credits are created, valida ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
    • Group Live

    Location:

    • AL
    • AR
    • AZ
    • CA
    • CT
    • CO
    • DC
    • DE
    • FL
    • GA
    • GU
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WI
    • WV
    • WY
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    As corporate stakeholders demand that organizations reduce emissions to limit contributions to climate change, carbon markets have become more relevant than ever. It’s important to understand these ma ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Have you ever pondered the profound impact of mentorship and sponsorship on career development and success in the workplace? Delve into the intriguing dynamics of these crucial roles with our CPE cour ...

    Delivery Method:

    • Group Internet Based
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    Have you ever pondered the profound impact of mentorship and sponsorship on career development and success in the workplace? Delve into the intriguing dynamics of these crucial roles with our CPE cour ...

    Delivery Method:

    • QAS™ Self Study
  • Field of Study:

    • Personal Development

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course explains how to develop you own Personal Marketing Plan to advance your career goals.

    Delivery Method:

    • QAS™ Self Study
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